Sanlam UK has announced its service Sanlam on Demand that provides no obligation, 30-minute virtual financial consultations.

The consultations are with Sanlam UK finance professionals on everything from retirement to investment management.

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In addition, it offers face-to-face access to Sanlam services in a virtual environment.

The Sanlam consultations cover five areas:

  • Planning for retirement;
  • Getting finances in order;
  • Inheritance planning;
  • Protection, and
  • Managing investments.

Organising a consultation is quick and people just need to complete a short form. Afterwards, a Sanlam professional will call. Consultations can be done over Zoom, Skype and other video conferencing platforms.

John White, CEO of Sanlam’s Wealth Management division, said: “The Covid-19 pandemic has not only changed the way we work, it’s also changed the way we think about our finances and our ability to achieve our future financial objectives. Sanlam on Demand has been developed as a direct result of the ‘new normal’ we all find ourselves in, providing people with direct access to expert financial guidance from the comfort of their own home.

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“Giving people face-to-face access to the person managing their money is an important part of our service, and in developing Sanlam on Demand we were determined to retain all the positives of our proposition, but do so in a virtual and socially distanced manner.

“In these uncertain times, its essential people have their finances in order and understand their levels of financial resilience. Sanlam on Demand is designed to provide exactly this, helping people with their financial plan and enabling them to look forward with confidence.”

In March, Sanlam Wealth expanded its presence in Kent by setting up an office in Royal Tunbridge Wells.

Located in Wallside House, Mount Ephraim Road, the new office will offer investment management services.

It will be staffed by the team, which formerly operated out of the firm’s Sevenoaks office.